Case Study: Facilitating Efficient Access to Financial Documents Through AI

Case Study: Facilitating Efficient Access to Financial Documents Through AI

PROBLEM:

The client, a Fortune 500 company for audit, consulting, advisory, and tax services, faced the challenge of efficiently managing and accessing thousands of reports, financial records, and legal documents generated and stored daily. Employees often struggled to find relevant information quickly and accurately, which resulted in a search for a solution to increase efficiency, productivity, and client response time across the firm.

SOLUTION:

BGSF was selected to implement a comprehensive solution to increase productivity and reduce client response time by utilizing advanced Retrieval-Augmented Generation (RAG), Large Language Models (LLM), and Generative Pretrained Transformers (GPT) technologies.

RESULTS:

Download the full case study below to learn how integrating Microsoft Azure AI Services dramatically increased the firm's productivity, reduced search times from minutes to seconds, and improved operational efficiency for quicker response times!

BGSF Case Study - Facilitating Efficient Access to Financial Documents Through AI.pdf

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